Global Retirement Partners’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-971
| Closed | -$19K | – | 1664 |
|
|
2020
Q1 | $19K | Hold |
971
| – | – | ﹤0.01% | 813 |
|
|
2019
Q4 | $27K | Hold |
971
| – | – | ﹤0.01% | 835 |
|
|
2019
Q3 | $26K | Buy |
+971
| New | +$26K | ﹤0.01% | 808 |
|
|
2018
Q4 | – | Sell |
-1,027
| Closed | -$30K | – | 1502 |
|
|
2018
Q3 | $30K | Buy |
1,027
+633
| +161% | +$18.5K | 0.01% | 693 |
|
|
2018
Q2 | $11K | Hold |
394
| – | – | ﹤0.01% | 975 |
|
|
2018
Q1 | $10K | Buy |
+394
| New | +$10K | ﹤0.01% | 968 |
|